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SIMA Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

SIMA Wealth Partners’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$2.88K – 172
2025
Q1 		$2.88K Hold
5
– – ﹤0.01% 169
2024
Q4 		$2.93K Buy
+5
New +$2.94K ﹤0.01% 160

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SIMA Wealth Partners's META Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Meta Platforms (Facebook) (META) in Q2 2025, closing a stake of 5 shares — an estimated $2.88K sold.

SIMA Wealth Partners first reported a position in META in Q4 2024 and held it in 2 quarters. The position peaked at $2.93K in Q4 2024. 4,831 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • SIMA Wealth Partners reported no remaining Meta Platforms (Facebook) position as of Q2 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 5 Meta Platforms (Facebook) shares in Q2 2025, an estimated $2.88K.
  • SIMA Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2024 and held it in 2 quarters.
  • SIMA Wealth Partners's Meta Platforms (Facebook) position peaked at $2.93K in Q4 2024.
  • 4,831 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.